Wealth Advisor

Milwaukee, WI
We are seeking a Wealth Advisor to join our Wealth Management team in Milwaukee, WI. The Advisor will report to a Senior Wealth Manager and will have a solid understanding of wealth management practices and investment strategies. This is an exciting opportunity for a hard-working team player who wants to make an impact in a fast-paced, entrepreneurial environment.

Key Functions:
• Provide comprehensive wealth management advice and customized planning strategies for high net
worth clients
• Knowledge on all aspects of investment philosophy and strategy
• Discuss investment performance, economic and market trends
• Develop, present, and implement client specific plans
• Evaluate and discuss client philanthropic goals
• Establish client investment objectives, risk tolerance and asset allocation
• Direct consultations with attorneys, accountants and other trusted advisors on insurance, tax and
estate planning
• Execute client requests including cashiering, trading and custodial account documentation

• Bachelor’s degree
• CFP® designation
• 3-5 years of experience servicing the needs of high net worth individuals and families with
investable assets of at least $1 million
• Strong personal computer skills including Microsoft Word and Excel
• Excellent written and verbal communication skills
• Attention to detail and strong organizational skills
• Strong work ethic and able to prioritize multiple projects
• An entrepreneurial spirit and passion to serve clients